Item Sub-Category Master

1How to work in this page #

1. Find (F2): search by name, category, or description.
2. Add (F3): create a new sub-category. Cursor lands on Name.
3. Modify (F4): edit the loaded sub-category.
4. Delete: remove the current sub-category (view mode), with confirmation.
5. Save (F5): commit the add / modify. Name and Category are required; Name must be unique.
6. + button: create a parent category inline.

2Step by step #

A sub category refines a category, exactly as sub groups refine groups.

1. Press Add (F3) , name the sub category and pick its parent category.
2. Press Save (F5) and confirm; F3 for the next.

3Why is the Category list empty? #

The parent Category list is filled from the Item Category master, so it stays empty until at least one category has been created there. Every sub-category must sit under a category, so you cannot save one until a category exists.

Use the + button beside the Category box to create the parent category inline; it becomes selectable straight away.

4Rules and integrity #

• A parent category is mandatory — the sub-category cannot be saved without one.
• The sub-category name must be unique; a duplicate is refused before saving.
• Sub-categories are chosen on products. Deleting one that is still in use can leave those products pointing at a missing sub-category, so retire rather than delete a sub-category that has been used.